Method Community

HI all,  I have a process where I am Inserting records into Invoice and InvoiceLine table. Invoice is ultimately generated but I need to go to the Invoice in Method and hit "Save" on the screen to complete the  Invoice Add. In other words, the "Total Invoice" amount and SalesTRax amounts are not being updated ...

Hi David, I believe this is possible but it's not particularly straightforward. Where is the value you wish to truncate? I'm assuming it's in a table? Let me know. - Justin

Justin, thank you very much. You're right, it's prices that need to be changed. I need forms (Estimates, Sales Orders, Invoices, etc.) to behave as in QB ,where item prices, sales tax and total amount depend on the customer:job's currency. Home currency is different than USD.

Hi Kathy, You can add fields to tables by navigating to Customize > Tables / Fields in Method and selecting Edit Fields... for the appropriate table. If it's a new, custom field you want to add, give it a name and select the appropriate Field Type from the dropdown, then click Add Field. If you ...

We are parsing fixed length data and want to trim the trailing spaces.  The character action doesn't appear to have an option to do as such.  Maybe there is a tricky way somewhere to do so. Thanks.

I would like to add fields for: Date received as prospect Date converted to client really Months to convert(a calculation) Referral Source General Referral Source Spec Estimated Annual Value Opportunity(hot, med, cold, closed) Service(item) Team member assigned Type of organization

Going back to the bill screen, where should I put the actions to auto populate the new item info,  Should I enter the new item info into the screen or into the bill line item table?

Hi Marcelo, If you clear the Shared Result after you're done using it (after populating field / after pop-up is closed), that should mitigate the issue you're experiencing. - Justin

Hi Marco, Under Customize > Tables / Fields in Method you can add a dropdown for Currency to the ActivityJobItems table, selecting the Currency table for the list of values. You can then add the ExchangeRate field as a Linked Field, linking it through the Currency dropdown. This will make these fields available for the Line Item grid ...

Hi mholden, If you follow the suggestion from my previous post, you would be able to add your custom Company Name field to any Print Templates. This would allow you to send your clients invoices containing Company Names with as many characters as you like. - Justin